Looks like a great time to buy AXP to me - big dip after Q2 results but looking past the headlines, the core long-term investment thesis remains intact. I went through the Q2 results Strong Revenue & EPS Beat: Net …
TLDR: The stock is not massively undervalued, still undervalued, but I still think it can grow. I believe that the market may be valuing Box mainly as a mature cloud storage business while several operating indicators increasingly resemble a profitable …
A comment I made here yesterday about Google being a "paid for patience" setup got a bunch of replies asking the same question: how do you tell the difference between a stock that pays you for patience and a value …
Guys any idea why chtr is dumping so bad after earnings? The earnings look in line and they did some share buybacks too. I hold a few hundred shares at 130 cost basis so kinda pissed The revenue is declining …
I'm really interested to know what everyone is doing to research stocks, and how you are figuring out to invest in a company? Here is my process: I'm spending a lot of time usually weekly, potentially looking at some stock …
|Stock|Portfolio %|Opinion on the companies| |:-|:-|:-| |ENB.TO|12%|A solid blue chip company I've been holding for the past 5 years, it will be there for the next 20 years in my portfolio.| |GOOG|12%|I use their products daily and I think they …
I built a tool that scans SEC EDGAR daily for 8-Ks signaling special situations, and backtested it against \~1,900 historical filings to see what actually happens after each type of signal — using each company's own subsequent SEC filings (Item …
Interested to hear other holders / non holders of Deckers Brands thoughts are on the recent quarter. Personally I think they did a great job. Beat on almost all metrics. Guidance was a bit weak and the pre earnings sell …
I learned a lot over the last 2 years. A lot of times these companies collapse because they’re diluting, overvalued, and taking on debt while they have other companies taking their market share. Most of spy is overvalued and a …
Moody’s had an exceptional quarter. Rated issuance exceeded $2T for the second consecutive quarter, MIS transaction revenue grew 34%, and total MIS revenue grew 25%. However, management did not raise the full-year MIS revenue outlook, which remains at high-single-digit growth …